Helping you document business processes with templates

Copedia Compass

Workflow and Task Management

Copedia Compass is a workflow and task management compliance solution. It provides entities a workflow framework to properly document internal tasks, procedures and responsibilities. All details are tracked including, policies, procedures, task sequences, intervals, priorities, approvals, and about 30 more data elements.

Our system is template based and we include content to help you document your management system. Copedia Compass software will help you:

  • Organize and document your internal operations.
  • Implement an Internal Control System
  • Increase Auditability
  • Reduce Risk
  • Put together Internal Training Programs
  • Develop a Compliance System

Entity Compliance Required for Internal Control

According to COSO and The Green Book, compliance is one of three objectives that must be considered for each of the five internal control components and seventeen principles. A compliance system, along with efficient operations and reliable information reporting, are required to provide reasonable assurance to your auditors and the government that your entity can meet its objectives.

If you need an internal control system, you need a system to ensure compliance with laws, regulations, policies, procedures, and standards.

Copedia Compass helps organizations comply with laws, regulations, policies, SOPs, and other performance standards by allowing you to assign tasks to responsible employees. This helps you align tasks with regulations, training, quality, and your internal policies and procedures.

Template Based

We have template based solutions for those subject to 2 CFR Part 200 Uniform Guidance, Sarbanes-Oxley, and DCAA compliance. We have general a industry edition for franchisors, geographically disperse workforces, accreditation requirements, and other requirements based on risk management or standards compliance such as ISO and ANSI. We also have pre-built template solutions for food service and manufacturing including USDA and FDA food safety, contractor with 29 CFR Part 1926, and general industry template sets.

Cloud Solution

Our application software is a mobile friendly cloud based software solution. It works with both Microsoft Office and the Google Cloud Platform (GCP). It also works with Microsoft PowerApps and App Maker. And since it works with PowerApps and Google App Maker, you can easily deliver highly customized training and content using the Microsoft and Google app creation tools.

Manpower Planning

Defining your workflow, task, and assigning those tasks allows you to plan based on people, projects, and positions then balance your manpower to eliminate over hiring and overtime costs.

Training

Most entities are required to provide training regarding compliance issues. Using our software tools you'll be able to get employees up to speed quicker with an organized training program.

Project Recording and Costing

A simple method of recording and integrating with daily tasks - Defining your workflow, tasks, and assigning those tasks allows you to plan based on people, projects, and positions. You can then report by projects, people, and positions to balance your manpower to eliminate over hiring and overtime costs.

Accountability

Assign tasks to individuals and improve staff accountability, engagement and productivity.

Performance Management

Compare individual performance against task benchmarks, projects, and targets.

Succession Planning

Having your tasks organized and assigned allows for a simple planning tool to identify and set up of a plan.